How can I automate assigning incoming conversations based on Salesforce Account Team roles? | Community
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I want Intercom to auto-assign incoming tickets to the Client Success role from Salesforce Account Teams. Can this be done with a custom field or workflow automation?

Hii!

First, you'll need to create this custom field. Once that's done, you can set up the rules.

For example:

  • When a customer sends their first message → If the audience is TEAM A → Assign to TEAM A's inbox or a specific teammate.

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